Set 2 Flashcards
Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing initiative to report on success.
What should a consultant recommend to meet the requirement?
A. Create a custom Campaign Group object.
B. Create a custom Campaign Purpose field.
C. Use the existing Parent Campaign field.
Use the existing Parent Campaign field.
Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support, which provides flexibility for sales reps.
How should the consultant assure UC’s management that Sales Cloud is being successfully adopted on mobile devices?
A. Report on the opportunity records created on a mobile device.
B. Download the Login History report and filter by device type.
C. Review the user profiles for mobile device permissions.
Download the Login History report and filter by device type.
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
A. Assign the Modify All Data permission to the user.
B. Add the user to a separate role at the lowest level of the role hierarchy.
C. Place the user in a separate role at the highest level of the role hierarchy.
Add the user to a separate role at the lowest level of the role hierarchy.
Cloud Kicks wants to enable sales reps to view an individual team member’s split percentage when the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?
A. Opportunity Percentage Split
B. Opportunity Overlay Split
C. Opportunity Amount Split
Opportunity Percentage Split
Universal Containers has hired a new employee for the global sales leadership team. The employee is interested in fostering friendly competition between account executives, with an emphasis on reinforcing activities that drive sales.
Which action should help support the sales teams?
A. Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.
B. Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.
C. Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.
Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.
The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console.
What should a consultant recommend to analyze adoption?
A. Create a custom report.
B. Open the Lightning Usage App.
C. Run the Salesforce Optimizer.
Open the Lightning Usage App.
Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What is a justification for using AppExchange data services?
A. To create customer segments with personas and scoring
B. To activate customizable sales forecasting and lead scoring
C. To use Salesforce Surveys to update customers’ data
To create customer segments with personas and scoring
Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account.
Which solution should a consultant recommend?
A. Enable Location Services and add the Account Address field to the Opportunity page layout.
B. Create a dashboard that uses a report grouping opportunities by account location.
C. Leverage Salesforce Maps to show open opportunities on a Data Layer.
Leverage Salesforce Maps to show open opportunities on a Data Layer.
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.
Which solution should the consultant recommend to meet the requirement?
A. Create a Lightning Web Component.
B. Create a screen flow.
C. Use Deal Insights in Pipeline Inspection.
Use Deal Insights in Pipeline Inspection.
Cloud Kicks (CK) wants to implement sharing rules.
Which consideration should the consultant explain to CK?
A. Sharing rules apply only to new records that meet the definition of the source data set.
B. When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
C. Sharing rules can expand access beyond the organization-wide default levels.
Sharing rules can expand access beyond the organization-wide default levels.
Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records related to Contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.
Which solution should a consultant recommend to meet this requirement?
A. Lightning Console for Sales
B. Salesforce Inbox
C. Einstein Activity Capture
Einstein Activity Capture
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
What should the consultant do?
A. Create three opportunity stages.
B. Create three account teams.
C. Create three sales processes.
Create three sales processes.
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the Account record in real time.
Which best practice should the consultant recommend?
A. Create a custom product order information object. Run a nightly batch job to get details from the ERP system. Add the custom object as a related list on the Account.
B. Implement Salesforce Connect and an external object to get real-time product order information. Add the external object as a related list on the Account.
C. Create a Lightning component. Get the real-time product order information from the ERP system using a REST integration. Add the component to the account page.
Implement Salesforce Connect and an external object to get real-time product order information. Add the external object as a related list on the Account.
Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales Cloud.
Which data migration sequence should the consultant recommend for the objects?
A. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
B. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts
C. Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns
Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning stage to ensure a successful implementation?
A. Define goals, metrics, project schedule, and sales processes.
B. Design a prototype of the suggested solution.
C. Identify which Salesforce features and functions to use.
Define goals, metrics, project schedule, and sales processes.
